You Work Hard For Your Money - Make It Work Hard For Your Future!
You need rock solid, professional advice as your life and your circumstances change
Helping West Australians achieve their lifestyle goals and choices
through better financial planning and management.
Do you have enough savings to fund your retirement lifestyle goal?
Do you have a good income but never seem to have money?
If you couldn’t work from today onwards, could you and your family cope with the financial pressures?
Have you been made redundant or lost your job and are worried about coping?
Do you understand and have control of your financial future?
Sage Financial Group can provide you with solutions to these and other questions about your finances. Conveniently located in the Herdsman Business Park only 10 minutes from Perth city centre, Sage Financial Group has been helping West Australians to secure their lifestyles for more than 20 years. We have dedicated and experienced staff ready to work with you. We take the uncertainty out of your financial future.
Our Services include:
- Retirement Planning
- Superannuation
- Risk Management
- Wealth Creation
- Investment Planning
- Estate Planning
- Corporate Superannuation
Our Vision:
To work with people who have a dream for a better and richer life. By understanding the drivers in your life as well as your personal visions and goals, Sage will research and recommend a financial plan for you, continuing to adapt and modify your plan as your life progresses and changes. Working towards a better future - delivering real benefits with security.
Our Achievements:
Each year Charter FP and AXA FP announce the 25 Leader practices from their licensee network. To qualify you must have:
- Demonstrated excellence in the provision of quality financial advice to clients
- Adhered to specified compliance standards for all Authorised representatives, having minimum ‘A’ or ‘B’ audit ratings, and
- Operate a professional and structured business with a plan for growth.
Sage Financial Group is proud to have been in this group since the inception of the "Leader Practice" designation as it is described as “The Best of the Best” and we are currently placed as the 12th best financial planning practice in Australia.
Being a Leader has given Sage access to increased educational opportunities for our advisers and staff, a dedicated conferences to network and share with our peers, assistance with building on the quality of advice delivery, access to research and senior industry figures as well as vital business operations support. Also, being a Leader with Charter makes you one of the best of the one of the best licensee’s in Australia, with Charter being voted in the top 3 licensees in Money Management’s Dealer Group of the Year Awards.
CQAP is a accreditation is based on meeting professional standards for service, business management, technical knowledge, compliance, education and delivering quality financial advice. a guarantee that the client will receive the highest quality advice and service that is offered by financial planning in Australia.
This is an annual accreditation, with external auditing of all aspects of the business to ensure satisfactory adherence to ‘best practice’ standards.
Sage Financial Group will:
- Provide you with the best advice for your situation
- Put your requirements above any consideration of ourselves
- Ensure all advice complies with current rules and regulations
- Employ advisers and staff with the experience and knowledge you expect
- Provide continued training and development for our advisers and staff
- Provide you with education and information as well as our advice
- Act professionally and responsibly in all of our dealings
- Charge fairly and to disclose and explain all charges
Sage Financial Group are Authorised Representitives of Charter Financial Planning. Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee, Licensee Number 234 665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.
